Senior CPA, AU Client

Remote Raven

Private Client Accountant responsible for managing personal finances and bookkeeping for high-profile Australian clients. Overseeing records, taxes, and liaising with financial advisors while working remotely.

Posted 6/29/2026full-timeRemote • 🇵🇭 PhilippinesSenior💰 $11 per hourWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Maintain personal books, reconciliations, and financial records across multiple accounts, including international holdings
Track and administer investment holdings, income streams, and personal expenses with accuracy and consistency
Manage personal tax administration, trust distributions, and entity-level record keeping in line with Australian obligations
Coordinate with the principal’s Australian accountant, lawyers, and other advisors as the central financial liaison
Handle confidential correspondence and ensure administrative follow-through on every delegated matter
Prepare clean, decision-ready financial summaries and briefing materials for the principal on request
Manage document storage, filing, and compliance-deadline tracking across all personal accounts and entities
Run end-to-end bookkeeping across a small portfolio of businesses, including a supplement company and a coffee roaster
Maintain accurate, up-to-date Profit & Loss statements, balance sheets, and cash flow reports for each entity
Manage accounts payable and receivable across all businesses in the portfolio
Process payroll or liaise with the payroll provider as required for each entity
Prepare BAS submissions and GST reconciliations, and coordinate with Australian tax advisors on compliance
Track inventory, COGS, and margin performance for the product-based businesses and flag anomalies proactively
Deliver a clean, actionable monthly reporting package for each business, written for a founder-level audience
Serve as the single point of contact across all entities — the principal should never have to chase for an update
Proactively flag cash flow issues, deadline risks, discrepancies, and anomalies before they become problems
Keep every entity audit-ready and organised at all times, not just at year-end
Coordinate between external advisors so all parties have what they need, when they need it
Take full ownership of delegated administrative tasks and follow through completely without prompting

Requirements

What you’ll need

CPA licensed
5 or more years across private client accounting and small business bookkeeping
Hands-on proficiency in Xero, the primary accounting platform across the portfolio
Demonstrated product-business experience: inventory management, COGS tracking, and gross-margin analysis
Comfort managing multiple entities simultaneously with full accountability for accuracy and timeliness
Strong BAS and GST knowledge — Australian tax experience strongly preferred; candidates without it must show a clear, credible plan to upskill quickly
Fluent written English, exceptional discretion, and proactive communication
Self-directed and reliable in a fully remote, contractor environment
**Preferred Qualifications**
Experience with trust structures, investment income tracking, and multi-entity financial consolidation
Private client, family-office, or direct founder-support background
Comfort across Google Workspace, cloud document management, and digital collaboration tools

Benefits

Comp & perks

Up to $11/hour
100% remote work
Full-time role

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

BookkeepingFinancial Record KeepingProfit & Loss StatementsCash Flow ReportsAccounts PayableAccounts ReceivablePayroll ProcessingFinancial SummariesTax AdministrationEntity-Level Record Keeping

Soft Skills

Proactive CommunicationExceptional DiscretionSelf-DirectedReliable

Certifications

CPA Licensed